IWP
MUSA icon

Icon Wealth Partners’s Murphy USA MUSA Stock Holding History

Icon Wealth Partners’s Portfolio MUSA Stock Details MUSA Fund Activity
Bought
Maintained
Sold
Quarter Market Value Status Shares Change in
Stake 		Trade Value Portfolio Weight Portfolio Position
2019
Q2 		– Sell
-186
Closed -$16K – 556
2019
Q1 		$16K Buy
+186
New +$14.7K 0.01% 602
2018
Q3 		– Sell
-153
Closed -$11K – 568
2018
Q2 		$11K Buy
+153
New +$10.6K ﹤0.01% 687
2018
Q1 		– Sell
-153
Closed -$12K – 569
2017
Q4 		$12K Buy
+153
New +$11.6K 0.01% 688

Other funds holding MUSA

BlackRock
BlackRock New York $5.72T AUM 30.48% 1-Year Est. Return
Vanguard Group
Vanguard Group Malvern, Pennsylvania $6.9T AUM 27.45% 1-Year Est. Return
ClearBridge Investments
ClearBridge Investments New York $115B AUM 24.78% 1-Year Est. Return
Dimensional Fund Advisors
Dimensional Fund Advisors Austin, Texas $481B AUM 30.42% 1-Year Est. Return
State Street
State Street Boston, Massachusetts $2.9T AUM 29.55% 1-Year Est. Return
Fidelity Investments
Fidelity Investments Boston, Massachusetts $1.9T AUM 41.92% 1-Year Est. Return
JP Morgan Chase
JP Morgan Chase New York $1.56T AUM 27.86% 1-Year Est. Return
AllianceBernstein
AllianceBernstein Nashville, Tennessee $309B AUM 23.92% 1-Year Est. Return
Goldman Sachs
Goldman Sachs New York $871B AUM 31.28% 1-Year Est. Return
AQR Capital Management
AQR Capital Management Greenwich, Connecticut $218B AUM 29.41% 1-Year Est. Return

Icon Wealth Partners's MUSA Position: Q2 2019 in Review

Icon Wealth Partners sold out of Murphy USA (MUSA) in Q2 2019, closing a stake of 186 shares — an estimated $16K sold.

Icon Wealth Partners first reported a position in MUSA in Q4 2017 and held it in 3 quarters. The position peaked at $16K in Q1 2019. 263 funds tracked by Wall St. Rank hold MUSA as of Q2 2019.

  • Icon Wealth Partners reported no remaining Murphy USA position as of Q2 2019 after selling out during the quarter.
  • Icon Wealth Partners sold 186 Murphy USA shares in Q2 2019, an estimated $16K.
  • Icon Wealth Partners first reported a position in Murphy USA in Q4 2017 and held it in 3 quarters.
  • Icon Wealth Partners's Murphy USA position peaked at $16K in Q1 2019.
  • 263 funds tracked by Wall St. Rank held Murphy USA as of Q2 2019.

Based on Icon Wealth Partners's 13F filing for Q2 2019, filed 13 Aug 2019.